Director Of Retirement Plan Services

Defined Contribution Plan Reviewer And Analyst

This role is responsible for the review and modification of Defined Contribution plans, and managing a team of DC Reviewers and DC Analysts. Additional responsibilities include plan testing, preparation and filing of various IRS and DOL forms, participation in client consultation meetings and Plan terminations. Additionally, this role will conduct research, analysis and audits of various plans and assist in new procedure development and training.

Oversee and manage a team of Defined Contribution Reviewers and Defined Contribution Analysts

Review allocations, contribution and forfeiture amounts, annual discrimination tests and Form 5500 and attachments. Advise the analyst of any necessary modifications.

Provide assistance, if necessary, in plan administration

Prepare plan documents and determine the need for amendment

Monitor timeliness of client service relative to valuation reports, 5500's, Disclosures requirements

Review overall plan status and communicate with client regarding situations needing attention

Prepare special studies and consult with clients and prospective clients, as needed

Assist with plan termination by reviewing calculations, balancing assets, preparing IRS Forms, reviewing Notice of Plan Benefits and election forms, provide IRS required certifications, if applicable

Provide a quote for fee for service

Respond to client inquiries and meet with clients when necessary

Conduct research and consult with attorneys, accountants and investment advisors when appropriate

Prepare and/or review Forms 1099 and 945

Provide assistance with IRS and DOL notices and programs as well as during audits

Assist in determining appropriate client billing

Communicate with a plan consultant, when necessary

Review and assist with 125 plan administration

Assist DC Analysts with resolving problems, conflicts, and issues

Fill in for DC Analysts, when needed

Implement new procedures and train analysts

Fulfill ongoing requirements to maintain professional certification

Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures

Maintain compliance with all appropriate rules and regulations

Regular, predictable attendance is an essential requirement of this position

Complete all other duties as assigned

Education Bachelors of Business Administration (required)